Vision Point Advisory Group, LLC Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 27,837 shares of SPYG stock, worth $2.92 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
27,837
Previous 20,915
33.1%
Holding current value
$2.92 Million
Previous $1.99 Million
45.96%
% of portfolio
0.62%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio